Can you tell us a little about your role at Indiana University?

We are the faculty development/HR wing of the Indiana University School of Medicine. I am officially an IT Specialist with the School. We are an office of about 30 total. Our office website is here.

Indiana University: School of Medicine

How did you discover Gravity Forms and GravityView?

I work a side business where I make WordPress sites for lots of groups. I have been a power user of Gravity Forms for some time and finally stumbled upon GravityView when looking for a way to output data. Was even happier when I saw we could edit a record! That is how I learned about GravityView. I brought what I had seen at another gig to the university.

I have been a power user of Gravity Forms for some time and finally stumbled upon GravityView when looking for a way to output data.

Our office has an arm called the Dual Career Office. Essentially if you are being recruited to be a physician here at the IU Medical School we will help your spouse/partner find a job.

Spousal Submission Form

The form on this page was made years ago as the intake form for those that want help. Prior to GravityView we used Gravity Forms to create the forms and then wrote a function on the backend that took the data and dropped it into a custom SQL database. From there I would create a backend (Bootstrap/jQuery) where the staff could review these incoming people. It was cumbersome. Adding anything to the Gravity Forms made me change the function sending it to the SQL database and updating the database itself.

GravityView allowed us to drop our custom [SQL database] view we made and we were able to create a dashboard where the Dual Career Partners could looks at the incoming records, update them, etc… This has saved my IT group hours and hours away from the custom job.

GravityView allowed us to drop our custom view we made and we were able to create a dashboard where the Dual Career Partners could look at the incoming records, update them, etc. This has saved my IT group HOURS AND HOURS away from the custom job.

You recently started using Asana in conjunction with GravityView. How did that come about? And what are you accomplishing?

The one issue we had with Dual Career was tracking the contacts between the Dual Career staff here and the people they were helping. There are so many emails, phone calls, setting up interviews with potential employers. I had built the custom form to track this but they were not logging in each time to make these marks. That is where Asana came in.

Asana is just project management software. Our offices uses it for various projects. We realized that we could use Zapier to create a new Asana project when someone submitted the form to the team. Now the team has their GravityView dash where they can update the clients general information and then use Asana as the “time keeper” of sorts on keeping track of meetings, phone calls, etc.

The team is very happy with the workflow. Once clients are taken care of (job found, job offered, didn’t come to IUSM, etc.) they are marked in the Asana dashboard. We export this dashboard to Tableau where we can create a visualization for the rest of the Dean’s to see the work they have done. Right now it is just a flat file but it would be nice to connect via a script for real time data. Not pressing but still…

That is the short version of what we are doing with that project.

Do you use GravityView for other projects outside your IU job?

The White River Alliance was a company that wanted to register people for dragon boat races here in Indy (Indianapolis). Pretty standard registration form. They were asked in the form if they want to self-fundraise and if so, how much. The client wanted to have a way to track those that were fundraising and have a ‘leaderboard’ of sorts.

I figured I could use GV for this.

Fundraising Page

In this case I am using your List View to create the leaderboard. With some scripting on the backend I was able to push any funds donated (form is at the bottom of that page) to the team’s main GF record they created when they registered. The dollar amounts were added in a data field as they came in.

Thanks a ton to Jon for participating! Sites featured in this case study: